Prosperity Consulting Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
28,849
+4,071
| +16% | +$187K | 0.1% | 186 |
|
|
2025
Q1 | $1.09M | Buy |
24,778
+4,906
| +25% | +$215K | 0.08% | 207 |
|
|
2024
Q4 | $863K | Sell |
19,872
-494
| -2% | -$21.5K | 0.07% | 245 |
|
|
2024
Q3 | $919K | Buy |
20,366
+4,031
| +25% | +$182K | 0.07% | 239 |
|
|
2024
Q2 | $703K | Buy |
16,335
+5,977
| +58% | +$257K | 0.1% | 150 |
|
|
2024
Q1 | $443K | Buy |
10,358
+3,808
| +58% | +$163K | 0.06% | 220 |
|
|
2023
Q4 | $272K | Buy |
+6,550
| New | +$272K | 0.09% | 169 |
|